How big is Manchester Capital Management, LLC's plan?

Manchester Capital Management, LLC's plan reported $12.8M in assets and 36 participants for 2024.

Original filing (PDF)20250702084117NAL0013396449001

Manchester Capital Management, LLC

Name: Manchester Capital Management, LLC — Manchester, Form 5500 (2024)
Creator: Manchester Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Manchester Capital Management 401(k) Profit Sharing Plan

401(k) retirement plan · Manchester Capital Management, LLC's Manchester Capital Management 401(k) Profit Sharing Plan held $12.8M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Scott Swenor signed Manchester Capital Management, LLC's 2024 Form 5500 as plan administrator.

Scott Swenor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Manchester Capital Management, LLC's EIN is 03-0338031.

EIN 03-0338031

Plan number 001

Plan year 2024

ACK ID 20250702084117NAL0013396449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Manchester Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Manchester Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANCHESTER CAPITAL MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MANCHESTER CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

3657 MAIN STREET · PO BOX 416 · MANCHESTER, VT · 05254

Phone

(802) 367-1111

Industry

Finance & Insurance

Plan administrator